GoalsGetter KiwiSaver Scheme
Managed by Nikko Asset Management New Zealand Limited
The GoalsGetter KiwiSaver Scheme is managed by Nikko Asset Management New Zealand Limited. The scheme currently serves 2,826 members and holds $0.11 billion in assets under management across 18 funds within a KiwiSaver scheme. This range of options allows members to select investment approaches suited to different time horizons and circumstances.
The scheme charges an average annual fee of 1.33% across its funds. Members can choose from Conservative, Balanced, Growth, Defensive, and Aggressive fund types within a KiwiSaver scheme, accommodating various investment preferences and risk tolerances. This structure suits individuals seeking diversified options to align their KiwiSaver savings with their financial goals. This information is general only and does not constitute financial advice.
Summary written 28 October 2026; its figures may predate the key facts below, which are current.
Assets
$111M
Total value
Average Return
4.63%
Five year
Average Fee 💰
1.33%
One Year
Total Investors
2.8K
Across all funds
GoalsGetter KiwiSaver Scheme: key facts
- Scheme
- GoalsGetter KiwiSaver Scheme
- Managed by
- Nikko Asset Management New Zealand Limited (FSP 22562)
- Funds
- 18
- Members (summed across funds)
- 2,826
- Funds under management
- $110.8M
- Share of the KiwiSaver money we track
- 0.1%
- Annual fee range
- 0.4% to 1.71%
- Oldest fund started
- 3 April 2018
Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Members are summed across funds, so a member in two funds counts twice.
GoalsGetter KiwiSaver Scheme funds by risk profile
- Defensive: 2 funds
- Conservative: 2 funds
- Balanced: 3 funds
- Growth: 6 funds
- Aggressive: 5 funds
Highest five-year return in each fund type
| Fund type | Fund | 5-year return (a year) | Annual fee |
|---|---|---|---|
| Defensive (of 2) | GoalsGetter Amova NZ Cash Fund | 2.73% | 0.4% |
| Conservative | GoalsGetter Amova Conservative Fund | 2.52% | 1.05% |
| Growth (of 2) | GoalsGetter Amova Growth Fund | 5.73% | 1.51% |
| Aggressive (of 2) | GoalsGetter Amova Global Shares Fund | 13.41% | 1.43% |
After fees and tax, among this provider's funds with a five-year record. Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Past performance is not a reliable indicator of future returns.
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| GoalsGetter Milford Conservative Fund | Conservative | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | 1.05% | $2M | 17.48% | 09-05-2024 |
| GoalsGetter Milford Balanced Fund | Balanced | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | 1.49% | $3M | 60.35% | 09-05-2024 |
| GoalsGetter Milford Active Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | 1.35% | $15M | 68.71% | 09-05-2024 |
| GoalsGetter Amova NZ Cash Fund | Defensive | 2.73% | 0.4% | $4M | N/A | 03-04-2018 |
| GoalsGetter Amova Global Shares Fund | Aggressive | 13.41% | 1.43% | $10M | 98.48% | 03-04-2018 |
| GoalsGetter Amova Growth Fund | Growth | 5.73% | 1.51% | $14M | 95.03% | 03-04-2018 |
| GoalsGetter Salt Sustainable Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | 1.38% | $2M | 82.1% | 09-05-2024 |
| GoalsGetter Amova ARK Disruptive Innovation Fund | Aggressive | No 5-year average return figure held for this fund. | 1.53% | $33M | 96.25% | 20-11-2020 |
| GoalsGetter Harbour Active Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | 1.33% | $690K | 71.24% | 09-05-2024 |
| GoalsGetter Amova NZ Corporate Bond Fund | Defensive | 1.16% | 0.8% | $971K | N/A | 03-04-2018 |
| GoalsGetter Harbour Sustainable Impact Fund | Balanced | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | 1.61% | $126K | 58.57% | 09-05-2024 |
| GoalsGetter Amova SRI Equity Fund | Aggressive | 2.4% | 1.23% | $2M | 98.1% | 03-04-2018 |
| GoalsGetter Generate Thematic Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 6 May 2024 is less than five years before March 2026. | 1.59% | $996K | 96.42% | 06-05-2024 |
| GoalsGetter Amova Conservative Fund | Conservative | 2.52% | 1.05% | $3M | 16.38% | 03-04-2018 |
| GoalsGetter Generate Balanced Fund | Balanced | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | 1.65% | $2M | 59.74% | 09-05-2024 |
| GoalsGetter Generate Focused Growth Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | 1.71% | $11M | 94.36% | 09-05-2024 |
| GoalsGetter Pathfinder Ethical Growth Fund | Growth | No 5-year average return figure held. Recorded fund start date 9 May 2024 is less than five years before March 2026. | 1.61% | $1M | 71.86% | 09-05-2024 |
| GoalsGetter Amova Balanced Fund | Growth | 4.47% | 1.22% | $7M | 63.6% | 03-04-2018 |
About “N/A” in return figures: it means no figure is held, not a return of zero. Of the 18 funds listed, 7 have a 5-year average return. Figures are drawn from fund disclosures on the FMA Disclose register, chiefly quarterly fund updates. Each fund shows the most recent figure held; the latest quarter broadly covered across all funds is March 2026. A fund too new to report a period has no figure for it; other gaps are figures not yet captured from the updates ingested so far.
Governance & relationships
- Manager
- NIKKO ASSET MANAGEMENT NEW ZEALAND LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP22562verify on FSPR ↗
- NZBN
- 9429038788291verify on NZBN ↗
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
FMA Disclose filings (11)
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2026-03-31 | SIPO | 1 PDF | Extracted | Open filing → |
| 2025-11-30 | SIPO | 1 PDF | Extracted | Open filing → |
| 2025-11-03 | SIPO | 1 PDF | Extracted | Open filing → |
| 2025-09-30 | SIPO | 1 PDF | Extracted | Open filing → |
| 2025-06-30 | SIPO | 1 PDF | Extracted | Open filing → |
| 2026-Q2 | QFU | 23 PDFs | Extracted | Open filing → |
| 2026-Q1 | QFU | 6 PDFs | Extracted | Open filing → |
| 2025-Q4 | QFU | 7 PDFs | Extracted | Open filing → |
| 2025-Q3 | QFU | 7 PDFs | Extracted | Open filing → |
| 2025-Q2 | QFU | 5 PDFs | Extracted | Open filing → |
| 2025-06-30 | AR | 1 PDF | Pending | Open filing → |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
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Identifiers
- Short name
- Nikko
- Funds operated
- 18
- Scheme(s)
- GoalsGetter KiwiSaver Scheme
Endpoints for Nikko Asset Management New Zealand Limited
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